Purpose
The My Clients page gives you a clear, actionable view of your caseload.
You can:
Track each client’s engagement status
Spot who needs follow-up
Message or book sessions quickly
No need to review session history manually.
Client categories
Each client appears in one category based on their current status.
Booked
Upcoming confirmed sessionPreviously booked (0–14 days)
Recent session, no future bookingPreviously booked (14–30 days)
Last session within the past monthPreviously booked (30+ days)
No session for over a monthProspective
Contacted you but not booked yet
Recommended actions
Prompts highlight where to focus your time.
Follow up on recent sessions
Clients are most likely to rebookRe-engage older clients
Helps recover inactive relationships
Selecting a prompt filters your client list instantly.
Activity table
Your main workspace to review and act.
Key insights:
Last and next session
Credits available
Booking eligibility
Last message
Use Advanced view for deeper insight and prioritisation.
Filters
Refine your view using:
Credits available / none
Booked with you or others
Active / inactive
Filters use OR logic
You will see results matching any selected option.
Booking eligibility
Shows if you can book a session now.
A client is Eligible when:
Client and organisation are active
Within booking period
Credits available
If one fails, booking is blocked.
Credits
Two credit types:
Client credits
Organisation credits
Key points:
Table shows client credits only
If either pool is empty, booking is not allowed
Global coach sessions use both
Internal sessions use client credits only
A detailed overview can be found here
Access
Coaches only
You see and manage your own clients only